AI Client Meeting Management

Schedule it, run it with a structured agenda, and let AI turn the call into assigned tasks that keep onboarding and implementation moving. All in one place, all visible to your client.
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LaunchAIAI Client Meeting Management
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Run meetings that move launches forward

More productive calls

Prerequisites get done before the call and agendas are set in advance, so the meeting is spent on decisions, not recapping what you already emailed.

Faster follow-up

Drop in the transcript, LaunchBay AI writes the summary and creates follow-up tasks, assigned to the right person with full context.

Integrates with your tools

Create meetings in LaunchBay the moment they're scheduled in tools like HubSpot or Calendly, then pull transcripts in automatically after the call.

Turn client meetings into finished work

Kickoff calls without the scramble

List prerequisites ahead of time, attach them to tasks, and set due dates, and LaunchBay follows up automatically. Clients arrive with what you need, so the call starts on time.

A calendar view for both sides

Your team gets a full calendar of every meeting across all your projects. In their portal, clients see only the meetings related to their projects, with agenda items and discussion points laid out ahead of each call.

AI summaries keep clients and your team aligned

Send the transcript to LaunchBay and AI logs the agreed action items and decisions, visible to clients in their portal, while internal discussion stays private to your team.

Meetings end. Work starts. No follow-up required.

Action items from AI summaries become tasks, assigned to the right client or team member with full context, so nothing from the call slips.

Use AI to surface meeting insights, decisions, and follow-ups

Use AI agents to review meeting transcripts, notes, and follow-ups, and log decisions automatically. Ask LaunchAI Chat to review summaries and surface follow-up tasks you might have missed. Available natively in LaunchBay, or through the MCP Connector for Claude, ChatGPT, and more.

Take command of every customer onboarding.

One platform to run, monitor, and unblock every customer onboarding.

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4.8
Capterra
4.7

Keep exploring LaunchBay's features

Client Portals

Give every customer a branded, loginless workspace for onboarding. No account, no password, just a single hub for tasks, status updates, and communication.

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Project Templates

Build your onboarding once, run it every time. Reusable templates for projects, documents, forms, and tasks keep your team's best work consistent.

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Reporting & Visibility

Reporting built for what onboarding and implementation teams actually need to know: which accounts are on track, which are behind, and what's holding each one up.

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Frequently Asked Questions (FAQs)

How does LaunchBay handle meeting follow-up?
Add your meeting transcript and LaunchBay AI writes the summary, pulls out action items by attendee, and turns them into follow-up tasks with one click. Each task lands on the project's tasks page and in the client portal with the full context of what was discussed.
Can customers see meetings in their portal?
Yes. Customers see scheduled and completed meetings, the calendar view, and any agenda items or summaries you've shared, all without logging in. Internal notes are never visible to customers and every meeting has its own share controls.
Does LaunchBay work with my scheduling and transcription tools?
Yes. LaunchBay connects to the tools you already use through native integrations, dedicated Zapier actions, and an MCP Connector for Claude and ChatGPT. Create a meeting the moment one is booked in Calendly, HubSpot, or Google Calendar, and pull transcripts in automatically from Fathom, Otter.ai, Gong, Avoma, or Sybill. No manual entry or copy-paste.
Can a meeting trigger the next phase of a project?
Yes. Attach a workflow to any meeting and LaunchBay acts when it reaches a set status. It activates a stage, activates a task, or tags the project, so a kickoff or handoff call moves the work forward on its own.
How do AI meeting summaries work?
After a meeting, mark it Completed and paste in your transcript. Turn on Summarize with AI and LaunchBay generates a structured recap in the Summary section. You can edit it, write your own instead, or toggle it visible in the client portal so clients have a clear record of what was discussed and agreed.
Do I have to write the meeting details myself?
No. When you add a meeting, click Create with AI and describe it in plain language, and LaunchBay fills in the details for you. You can also build a structured agenda with line items, assign each one to a team member or client, and toggle the agenda on or off for the portal.

Take command of every customer onboarding.

One platform to run, monitor, and manage every customer onboarding, with full visibility into every account.

Ready to stop wondering where things stand?

Book a demoTry for free